This article provides you with a step-by-step walkthrough of how to build custom reports. You are also provided with helpful information and tips for customizing these reports.
Configuration
Primary data source:
- Action Logs
- Assessments
- Assets
- Audit
- Audit Task
- Documents
- Organizations
- Organizations Contacts
- Organization Details
- Pending Actions
- Projects
- Project Details
- Risks
- Risk Items
- Ticket
- Training
- Training Consumers
Visualization types:
- Line
- Pie
- V-Bar
- H-Bar
- Stack
- Table
Configuration:
This is where you will add your data properties. Drag each property here to add it to your report.
Tip: Once selected, you can rearrange the order of each data property by dragging it to your preferred order.
Browse: Project Details
The contents of this section will change based on the Primary Data Source chosen above.
Filters
The Filters tab will narrow down reports based on a specific date range, as well as other attributes in your report.
You may also add multiple other filters based on the information in your report. Once selected, you will choose from one of the following to further filter your report data:
- is
- is not
- is less than
- is less than or equal to
- is greater than
- is greater than or equal to
After selecting any applicable filters, you will need to click Apply at the bottom of the page.
Once you are satisfied with your report, you can either click Export at the top of your report or you can click Save at the bottom of the page to save it to a dashboard. For more information on dashboards, click here.
If you would like to learn how to create an Asset Security Profile Report click here.
Step-by-step walkthrough: